Position in EVRG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$945,276
+$108,226 QoQ
Shares Held
10,937
+7.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#405
of 935 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AE Wealth Management LLC holds $414,672,322 across 27 Utilities - Regulated Electric names. EVRG ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
371,977 | $50,890,137 | |
| 2 | D |
Dominion Energy, Inc
|
472,104 | $32,239,945 | |
| 3 | ES |
Eversource Energy
|
443,297 | $32,037,042 | |
| 4 | CMS |
Cms Energy Corp
|
400,653 | $30,649,933 | |
| 5 | EIX |
Edison International
|
389,463 | $28,995,491 | |
| 6 | EXC |
Exelon Corp
|
581,581 | $27,113,268 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
230,106 | $26,869,439 | |
| 8 | LNT |
Alliant Energy Corp
|
340,356 | $25,965,730 |
All Filings in EVRG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $945,276 | 10,937 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $837,050 | 10,218 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $597,166 | 8,238 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $566,115 | 7,447 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $462,862 | 6,715 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $427,004 | 6,193 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $373,236 | 6,064 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $334,357 | 5,392 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,421,554 | 26,837 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $404,833 | 7,584 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,956,925 | 37,489 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,689,780 | 33,329 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,983,709 | 33,956 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,051,064 | 33,558 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,006,334 | 31,882 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,789,959 | 30,134 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,913,260 | 29,322 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,007,077 | 29,369 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,884,236 | 27,463 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,507,417 | 24,235 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $538,250 | 8,907 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $455,583 | 7,653 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $502,809 | 9,058 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $428,107 | 8,424 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $432,639 | 7,297 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $342,906 | 6,229 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||